Axxcess Wealth Appoints Deron McCoy as Chief Wealth Officer to Lead Launch of Enhanced Wealth Management

CARLSBAD, Calif., July 21, 2025 /PRNewswire/ -- Axxcess Wealth Management, a leading TAMP platform purpose-built for high-net-worth clients and the advisors who serve them, today announced the appointment of Deron T. McCoy, CFA®, CFP®, CAIA®, AIF® as Chief Wealth Officer. This move signals a major step forward in Axxcess' mission to provide personalized strategic insight at scale for advisors navigating today's complex investment landscape.

McCoy brings over two decades of institutional asset management experience, having helped scale investment programs from $200 million to more than $20 billion AUM. In his new role, he will serve as a vision-setter and public-facing voice for Axxcess' growing advisor network, delivering investment strategy, macroeconomic interpretation, and customized portfolio architecture that blends traditional and tax-aware investing. His leadership will shape the delivery of Axxcess' enhanced strategies that prioritize after-tax net worth—a shift from conventional portfolio optimization to true tax-efficiency and personalization at scale.

"We're building more than portfolios," said McCoy. "We're building frameworks that let advisors say yes to growth without sacrificing control, precision, or tax outcomes. By combining direct indexing with long-short capabilities and coordinated income-offset strategies, we're helping investors do more than grow—we're helping them keep more."

The firm's newly launched Enhanced Wealth Management service offering sits at the center of this vision, giving advisors access to tax-efficient direct indexing, personalized harvesting strategies, and long/short overlays—all delivered within a unified UMA framework. With McCoy's guidance, Axxcess is advancing a platform that delivers personalized investing with institutional depth—without the operational drag.

"Advisors are under pressure to demonstrate differentiated value," said Cory Persson, CFA CFS, Chief Investment Officer of Axxcess. "This launch gives them a powerful, institutionally backed capability to help clients mitigate taxes without sacrificing growth, flexibility, or control."

This announcement comes as large independent RIAs continue to seek personalization at scale—looking to upgrade legacy systems and partner with platforms that understand the demands of sophisticated client bases, complex household structures, and rapidly evolving compliance needs.

About Axxcess Wealth Management
Axxcess Wealth Management is a hybrid RIA and TAMP delivering institutional-caliber investment and operational infrastructure to high-net-worth advisors and their clients. With capabilities across tax-aware investing, direct indexing, alternatives, UMA technology, and integrated service operations, Axxcess enables firms to scale with confidence. The platform supports custom portfolio design while embedding scalable, tech-forward support to reduce operational burden. Headquartered in Carlsbad, California - Axxcess serves advisors across the U.S. with more than 11b of assets on platform. Visit our site for more information HERE.

SOURCE Axxcess Platform